Member Info for Warno01

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Thanks for sharing. I get mightily frustrated by these tweets though. They're without context, aren't time specific and leaves you asking "so what?"
Want to know about the updated production which is well over. 40% down on this but only a small position. Hoping for a rise and anticipating clearing out if I can get to breakeven/+10%.
Desperately need to see a share consolidation. The pricing of the shares makes it uninvestable for many and just a cheap penny stock.

Been in this for 2 years and when the Board proposed a reverse stock split, that is one of the best things they could do to sort out what makes it worse than a penny share. However many on these forums thought it was a terrible idea.
Need a consolidation so the share price can be truly considered by institutions and small cap funds. Doing a 1 for 10 reverse stock split would help manage that. Currently, it's the same thing again and again.

Share price above US$10. Up over 38% and rising

And business update presentation on their website. https://investors.burfordcapital.com/events-and-presentations/default.aspx

Posted within filings - https://capedge.com/filing/1714174/0001714174-23-000008/BUR-6K/file/2
Looking very good.

Do you have a link?

THey've already realised $210m of gains on YPF irrespective of the outcome. Think that's a great outcome and shows the their investment and fund model is working.

My big take away is that with revenue growth of c. US$10m, the net profit growth is US$9m.
$0.90c of net profit for every $1 of revenue. That is incredible.

Fully agree with you putting the right context into this Forensic. Risk of expectations for megabucks. The reality is still very good however. Generating GBP3.6m gross profit on the balance sheet (AUS$6.4m) and a further GBP3.6m in the fund drives good news for both the overall business and their fund products.
For me, this most shows the Return they can get on investment (278% for balance sheet and 90% for fund) without going to trial. And when you convert that gross profit into US$ to link to their reporting, this one case is worth 28% of operating profit if measured against the from the 2021-22 accounts. 4-5 such such cases a year lead to profit growth .

53 cases currently in play (52 if you take off this one) according to full year result presentation with a few being settled already. I feel share prices should be more at the 90p level currently, with revenue and profit growth hopefully going to be stronger for 2023 onwards

Strange - didn't offer advice. I was offering some observations. I also didn't realise message boards were only for those with lots of money and large amounts of shares.
Advice would have been to sell or buy. I didn't offer either. After limited news and activity, i was commenting after some rises without news. Good luck to all

Also not giving advice. Averaged down on a number of shares i own but after seeing all the changes with the marketing company in the USA and the non delivery on the distribution arrangement, i chose not to. My focus was also elsewhere as like many, i took hits across my portfolio.

I'm not linking rises to it going bust. Its good to see the rises . What I'm saying is that based on the track record, it's more likely to go under that flourish. As a marketing director, i think the branding and range is strong. But sales have been dreadful. Would love to see to perform to get my investment back. Albeit prepared for shares to sit in my account or to lose my funds completely. For reference i have 700 shares ourchased in their listing on the Frankfurt exchange. Breakeven point of €1.08!!

Only another 3000% needed for me to breakeven!
On the previous distributor set up, I believed it was a reasonable option. Given the sales levels, I do think this will struggle to get above 10p in the next 2-3 years and I think it's more likely to go under.
A bad, and thankfully very low level purchase for me. Hope to check in a couple of years and see some growth. For those buying in now, still a big leap of faith, but a far more exciting price point if it works

These dividend shouts come up on some many boards. If you want a healthy dividend of circa 5-6% yield, then this is not the share. Would much rather cash for dividends put into future projects or operations to grow the business.
Also a reminder that if you were in this share in the COVID crash, you would have a 500-600% gain, even buying in the April of 2020 post the quick COVID bounceback, you would have a 300%. Pretty good over 3 years.
So talk of a dividend is in my view, ridiculous. Put it into a new project/venture/country or build put toward a new processing plant. Or do a share buyback. Then we'll see far better return than the odd 3p per share dividend. Those who invest in the US will see that very few companies pay dividends, and if they do they are not much more than 1.5%-2% yield. US investors would much rather see it invested into the company or used for buybacks.

On that recommendation alone, you'd put a monster chunk of your portfolio on it. It does seem to eulogise a bit too much, however, targets are fair and it's going to be the next results that make the difference.
In for about 50,000 shares already so don't want to risk anymore until reporting shows positive results

Advised by my broker only to apply for actual allocation. Any request for more would put allocation request at risk. I can afford the 120 quid for 2000 shares

One of my very few stocks being up for the current 2022-23 year. Aiming to buy some more to get to about 7.5% other portfolio esp with div policy. Happy New Year

I see the potential to dispose of or buy shares but also cancellation. Is that it? All investment up in smoke?

Good to see this moving up through 27p this afternoon. Strongly believe this should be north of 40p.
Once this propectus/admission documents are done, really hope there is rapid news flow on refinancing, Niger, developments on the renewables activity (announced more than 6 months ago). I'd much rather hear news on these especially Niger and refinancing since that's been expected for over 12 months. Any new acquisitions can wait unless they're golden opportunities, because I think they would create questions for Savannah rather than momentum